Capsule CRM integration with ChatbotWorld

This page contains the information about the 3rd party integrations.

Use Case

Using this Integration, you can send your leads' details such as Name, email, and phone to Capsule CRM.

Pre-requisite

• API Token

Steps to Enable the Integration

1. Get the Required 3rd Party Data:

   • Obtain the API Token from your Capsule CRM account.

2. Authenticate Your Account:

   • Enter the API Token obtained from the previous step.

   • Proceed to authenticate your account credentials.

3. Mapping the Variable:

   • After authentication, you'll see the screen where you can map the chatbot’s answers by end-user to the fields of the Capsule CRM system.

   • Use the "Question" dropdown to select the bot questions whose answers you want to store. If the dropdown isn't visible, type “/” to list down all the questions.

   • Map the selected questions to parameters in the Capsule CRM system. If the dropdown isn't visible, manually enter the parameter names.

   • Add new variables as needed by clicking the “Add Parameter” button from the top right.

   • Click the “Save” button to activate your integration.

4. Test Your Integration:

   • Open your bot and create a new lead to test the integration. Ensure the lead is not created earlier.

   • Verify if the lead information is correctly sent to Capsule CRM.

5. Disconnect the Integration:

   • To disconnect, navigate to the integration page under bot management.

   • Click on the 3rd party integrations and select the Capsule CRM integration.

   • Click the “Disconnect” button.

Notes

• Test leads creation in an incognito tab to avoid cache issues.

• Ensure proper subscription for using Capsule CRM APIs.

• For further assistance, contact the support team.